Account Type******* *****Account Owner******** ****Account Opps/Deals******** ****Closed Won • Dec 24**K $Closed
******** ******Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
Consultant Self EmployedCertified Financial PlannerJan 95 - PresentColdwell Banker CommercialCommercial Real Estate SalesMar 04- Nov 06First Chicago Bank TrustAsst. Portfolio Manager/ Private TrustOct 88- Jul 90
Bridget LobbFinancial ControllerView Profile, bridget lobbDon RasmussenPartner Certified Tax StrategistView Profile, don rasmussenMatthew PlotkinHead Trader Risk ManagerView Profile, matthew plotkin